SourcingSourcing

BLUE MARLIN HOLDCO LLC

C44
CRD 313892·SEC 801-122850·BETHESDA, MD
AUM
$52.7M
$25M-$100M
Est. Revenue
$527K
@ 1% on AUM
Est. EBITDA
$158K
@ 30% margin
Est. Deal Value
$1.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLUE MARLIN HOLDCO LLC
CRD
313892
SEC file #
801-122850
EIN
871092764
DBA names
—

Economics

AUM
$52.7M
AUM band
$25M-$100M
AUM trajectory
'23'26
$233.6M → $52.7M▼ -77%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
13
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'22'26
7 advisors → 9 advisors▲ +29%
Primary office
BETHESDA MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
linkedin.com/company/blue-marlin-partners-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIRSCH, PETER, ALLEN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KIRSCH, PETER, ALLEN
Shane, Rebecca
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001974015
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2023-04-18
Edgar Last Filing Date
2023-04-18
Edgar Form D Count
1
Edgar Form D Offerings
2023-04-182023-04-18 · 0001974015-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
C/O BLUE MARLIN OPPORTUNITIES GP, LLC7920 NORFOLK AVENUE, SUITE 300BETHESDA, MD 20814
Business
C/O BLUE MARLIN OPPORTUNITIES GP, LLC7920 NORFOLK AVENUE, SUITE 300BETHESDA, MD 20814
Edgar EIN
871092764
Edgar Recent Filings
D2023-04-18 · 0001974015-23-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6260909
Trust Company Affiliate
No

People (2)

2
KIRSCH, PETER, ALLEN
Direct Owner · 37.5%
6260909
Shane, Rebecca
Executive Officer · 2.5%
7768146